Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, to provide you with high-touch financial planning and wealth management advice. Our collaborative approach ensures the quality of our work and gives you the attention you deserve.
Stacy Francis
President & CEO CFP®, CDFA®, CES™
Avani Ramnani
Partner, Managing Director CFP®, CDFA®, CPWA®
Natalie Colley
Partner, Senior Lead Advisor CFP®, CDFA®
Sunaina Mehra-Syed
Partner, Senior Director of Marketing
Matthew Haertzen
Chief Investment Officer CFA, CFP®
Shweta Lawande
Lead Advisor CFP®, CDFA®
Alexandra Shepis
Lead Advisor CFP®, CDFA®
Allen Sakon
Lead Advisor CFP®, CFT™, CPA, CDFA®
Gabrielle Deems
Director of Marketing
Deborah Donenfeld
Executive Assistant and Chief Communication Officer
Madison Mount
Associate Advisor CFP®
Erica Cajamarca
Associate Advisor
Amelia Bombard
Associate Advisor CPA
Madison Illig
Manager of Client Service
Megan Illig
Client Service Associate
Chrissie Sweeney
Client Service Associate
Lauren Brolo
Client Service Associate
Michele Sammis
Operations Manager
Makayla Williams
Marketing Manager
Yagya Kapoor
Client Service Associate
Shadow
Security Guard & Team Mascot
(Visited 23,917 times, 9 visits today)
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “Accept”, you consent to the use of ALL the cookies. AcceptReject
Manage consent
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.
Cookie
Duration
Description
cookielawinfo-checkbox-analytics
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional
11 months
The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance
11 months
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy
11 months
The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.
